Credit Check Settings

Questions this answers

• "Where do I set up 700Credit so we can run credit reports?"
• "I connected our credit bureau login while I was working under our main lot, but now when I switch to our second location it shows as not connected — do I have to set it up again for every lot?"

First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Integrated Vendors category, select Credit Check.

From here you're able to click on 700Credit for configuration. DeskManager Online can be configured to work with 700Credit.

Integrated vendor connections are set up for one lot at a time

The connections on this screen are stored per lot, and the list you are looking at reflects only the lot you are currently working in. A credit bureau login you entered while working under your main lot will show as not connected when you switch to your second location, because that location has no connection of its own yet.

That is expected, not a lost setting. To connect a second location, switch into that lot first, then come back to Settings > Integrated Vendors > Credit Check and enter the connection there. Repeat it for each lot that needs to run credit. The same is true of the other entries under Integrated Vendors — each is a per-lot connection.

Two symptoms that look alike and are not:

• It shows as not connected immediately after you switch lots — that lot has never been set up. Enter the connection while working in it.
• It shows as connected but credit requests fail — the lot is set up and the account or credentials are the problem. That is one to take to your vendor or to support.